LB Partners LLC
CIK 0002007877 · CHARLOTTESVILLE, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$146.6M
2026 Q2
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RELY
REMITLY GLOBAL INC
19.4%
NIQ
NIQ GLOBAL INTELLIGENCE PLC
12.3%
68373J104
OPEN LENDING CORP
10.3%
COF
CAPITAL ONE FINL CORP
9.6%
AXP
AMERICAN EXPRESS CO
6.9%
TIGO
MILLICOM INTL CELLULAR S A
4.8%
MU
MICRON TECHNOLOGY INC
4.7%
GOOGL
ALPHABET INC
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.